The Analysis of Sage Financial Management Group, Inc.'s Holdings
Currently, Sage Financial Management Group, Inc. holds 58 types of securities in its portfolio with a total value $327.4M. In the most recent quarter, they have increased their positions in BSV (+38.4K shares, valued at $3.0M), IJH (+28.4K shares, valued at $1.9M), BIV (+23.0K shares, valued at $1.8M); decreased their positions in SCHD (-11.0K shares, valued at $300.4K), EFA (-1.3K shares, valued at $126.4K), SCHX (-3.9K shares, valued at $105.0K); initiated new positions in GLD (+587 shares, valued at $232.6K), N/A (+674 shares, valued at $211.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR75.3K shares2.42%2025-12-312026-02-05
BIV VANGUARD BD INDEX FDS642.7K shares3.71%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F445.5K shares1.98%2025-12-312026-02-05 BSV VANGUARD BD INDEX FDS355.3K shares12.10%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR950.6K shares-0.41%2025-12-312026-02-05 SPYG SPDR SERIES TRUST121.6K shares-0.45%2025-12-312026-02-05 VCSH VANGUARD SCOTTSDALE FDS136.6K shares2.59%2025-12-312026-02-05 EFA ISHARES TR107.4K shares-1.21%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR307.9K shares-0.95%2025-12-312026-02-05 IJH ISHARES TR144.5K shares24.44%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR389.4K shares-0.24%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS64.9K shares5.33%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR285.4K shares-3.70%2025-12-312026-02-05 VV VANGUARD INDEX FDS22.8K shares0.49%2025-12-312026-02-05 VSS VANGUARD INTL EQUITY INDEX F40.9K shares2.32%2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR137.0K shares-0.31%2025-12-312026-02-05 SPSM SPDR SERIES TRUST74.3K shares6.95%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR4.2K shares-2.78%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR77.2K shares0.71%2025-12-312026-02-05 IJR ISHARES TR18.2K shares0.00%2025-12-312026-02-05 VUG VANGUARD INDEX FDS3.9K shares1.86%2025-12-312026-02-05 BNDX VANGUARD CHARLOTTE FDS34.6K shares0.79%2025-12-312026-02-05 SHW SHERWIN WILLIAMS CO4.7K shares0.00%2025-12-312026-02-05 MUB ISHARES TR12.9K shares-3.16%2025-12-312026-02-05 SCHZ SCHWAB STRATEGIC TR57.0K shares-4.27%2025-12-312026-02-05 AAPL APPLE INC4.6K shares0.73%2025-12-312026-02-05 IVW ISHARES TR8.8K shares-1.04%2025-12-312026-02-05 MSFT MICROSOFT CORP2.2K shares5.28%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR1.2K shares-0.17%2025-12-312026-02-05 IUSG ISHARES TR4.6K shares0.00%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON3.2K shares0.00%2025-12-312026-02-05 VTV VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-02-05 EEM ISHARES TR9.5K shares0.00%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.6K shares8.36%2025-12-312026-02-05 UNP UNION PAC CORP2.2K shares0.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-12-312026-02-05 USXF ISHARES TR7.6K shares-2.99%2025-12-312026-02-05 VO VANGUARD INDEX FDS1.5K shares12.42%2025-12-312026-02-05 SUB ISHARES TR4.0K shares8.53%2025-12-312026-02-05 ALPHABET INC ALPHABET INC1.3K shares39.69%2025-12-312026-02-05 CB CHUBB LIMITED1.3K shares0.00%2025-12-312026-02-05 DSI ISHARES TR3.0K shares0.00%2025-12-312026-02-05 DMXF ISHARES TR4.8K shares0.54%2025-12-312026-02-05 VGSH VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-12-312026-02-05 ABBV ABBVIE INC1.4K shares0.00%2025-12-312026-02-05 IWR ISHARES TR3.3K shares0.00%2025-12-312026-02-05 VBR VANGUARD INDEX FDS1.4K shares-0.84%2025-12-312026-02-05 FNDB SCHWAB STRATEGIC TR10.6K shares0.00%2025-12-312026-02-05 VBK VANGUARD INDEX FDS877 shares0.00%2025-12-312026-02-05 IJT ISHARES TR1.8K shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC1.0K shares-6.84%2025-12-312026-02-05 GLD SPDR GOLD TR587 sharesnew addition2025-12-312026-02-05 MA MASTERCARD INCORPORATED403 shares0.00%2025-12-312026-02-05 IVE ISHARES TR1.1K shares-1.20%2025-12-312026-02-05 ALPHABET INC ALPHABET INC674 sharesnew addition2025-12-312026-02-05 KO COCA COLA CO3.0K shares0.00%2025-12-312026-02-05 ESGU ISHARES TR1.4K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available